[SCHEDULE 13G] MARCUS CORP Passive Investment Disclosure (>5%)
Gregory S. Marcus reports 10.66% stake in Marcus Corp
MARCUS CORP 13G filing reports that Gregory S. Marcus beneficially owns 2,531,122 shares of Common Stock, representing 10.66% of the class (percentage assumes conversion of Mr. Marcus' Class B shares into Common Stock).
MARCUS CORP 13G filing reports that Gregory S. Marcus beneficially owns 2,531,122 shares of Common Stock, representing 10.66% of the class (percentage assumes conversion of Mr. Marcus' Class B shares into Common Stock). The filing breaks down voting and dispositive powers, including 2,430,622 shares as sole voting power and combined holdings from options, Class B shares, trusts, and related entities.
Positive
None.
Negative
None.
Key Figures
Beneficial ownership:2,531,122 sharesPercent of class:10.66%Sole voting power:2,430,622 shares+2 more
Percent of class10.66%assumes conversion of Class B Common Stock
Sole voting power2,430,622 sharesshares with sole power to vote
Shares issuable on options804,725 sharesright to acquire upon exercise of stock options
Class B shares (example)254,256 sharesClass B Common Stock held individually by Mr. Marcus
Key Terms
Class B Common Stock, beneficially owned, sole dispositive power, convertible on a share-for-share basis
4 terms
Class B Common Stockregulatory
"all of the reported beneficial ownership of Common Stock results from the beneficial ownership of shares of Class B Common Stock"
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
beneficially ownedfinancial
"Amount beneficially owned: Mr. Marcus: 2,531,122"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive powerregulatory
"Sole power to dispose or to direct the disposition of: Mr. Marcus: 943,019"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
convertible on a share-for-share basisfinancial
"which are convertible at any time into Common Stock on a share-for-share basis"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What percentage of MARCUS CORP (MCS) does Gregory S. Marcus beneficially own?
He beneficially owns 10.66% of the class. This percentage is calculated assuming conversion of all Class B Common Stock held by Mr. Marcus into Common Stock and is tied to the 2,531,122 shares reported on the filing.
How many MARCUS CORP shares does Gregory S. Marcus directly control?
He has sole voting power over 2,430,622 shares. The filing also lists sole dispositive and shared voting/dispositive powers across options, trusts, and related entities that comprise the total 2,531,122 beneficially owned shares.
Which holdings compose Mr. Marcus' 2,531,122 shares of MCS?
The total includes common shares, options, and Class B shares. Specifically: 522,503 common shares individually, 804,725 shares issuable on option exercise, and multiple Class B holdings (e.g., 254,256; 307,543; trusts and entities) totaling the reported amount.
Does the filing state how the 10.66% figure is calculated for MCS?
Yes — the percentage assumes conversion of all Class B Common Stock into Common Stock. The filing explicitly ties the percent of class calculation to conversion on a share-for-share basis of Class B Common Stock held by Mr. Marcus.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
MARCUS CORP
(Name of Issuer)
Common Stock
(Title of Class of Securities)
566330106
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
566330106
1
Names of Reporting Persons
Marcus Gregory S
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
WISCONSIN
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
2,430,662.00
6
Shared Voting Power
100,460.00
7
Sole Dispositive Power
1,588,103.00
8
Shared Dispositive Power
943,019.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,531,122.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
10.66 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
MARCUS CORP
(b)
Address of issuer's principal executive offices:
111 EAST KILBOURN AVENUE, SUITE 1200, MILWAUKEE, Wisconsin, 53202
Item 2.
(a)
Name of person filing:
The filers of this Schedule 13G are: (i) Gregory S. Marcus ("Mr. Marcus").
(b)
Address or principal business office or, if none, residence:
c/o The Marcus Corporation, 111 E. Kilbourn Avenue, Suite 1200, Milwaukee, Wisconsin 53202
(c)
Citizenship:
United States
(d)
Title of class of securities:
Common Stock
(e)
CUSIP Number(s):
566330106
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
Mr. Marcus: 2,531,122
(b)
Percent of class:
Mr. Marcus: 10.66%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
Mr. Marcus: 2,430,622
(ii) Shared power to vote or to direct the vote:
Mr. Marcus: 1,588,103
(iii) Sole power to dispose or to direct the disposition of:
Mr. Marcus: 943,019
(iv) Shared power to dispose or to direct the disposition of:
Mr. Marcus: 943,019
Other than with respect to 1,327,273 shares of Common Stock (which Mr. Marcus has sole voting and dispositive power), all of the reported beneficial ownership of Common Stock results from the beneficial ownership of shares of Class B Common Stock, which are convertible at any time into Common Stock on a share-for-share basis. The percent of class figure assumes conversion of all shares of Class B Common Stock held by Mr. Marcus into shares of Common Stock.
Mr. Marcus' beneficial ownership consists of the following:
(i) 522,503 shares of Common Stock held individually by Mr. Marcus;
(ii) 75 shares of Common Stock held by the Alexandra Marcus U/WI/UTMA;
(iii) 804,725 shares of Common Stock which Mr. Marcus has the right to acquire upon the exercise of stock options;
(iv) 254,256 shares of Class B Common Stock held individually by Mr. Marcus;
(v) 307,543 shares of Class B Common Stock held by the SMGM 2012 Family Trust;
(vi) 31,679 shares of Class B Common Stock for which Mr. Marcus serves as the sole custodian;
(vii) 45,764 shares of Class B Common Stock held by the spouse of Mr. Marcus;
(viii) 501,528 shares of Class B Common Stock held by Matinee Fifteen;
(ix) 8,353 shares of Class B Common Stock heldy by Matinee Fifteen Holdings 2, LLC; and
(x) 54,696 shares of Class B Common Stock held in trusts for which Mr. Marcus serves as Trustee.
The trusts, Matinee Fifteen Holdings 2 LLC and Mr. Marcus, for shares held individually, each have the right to receive dividends and proceeds from the sale of securities held thereby.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
Not Applicable
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.